Schwab Charles (SCHW) Invested Capital: 2009-2025
Historic Invested Capital for Schwab Charles (SCHW) over the last 17 years, with Sep 2025 value amounting to $49.4 billion.
- Schwab Charles' Invested Capital rose 4.59% to $49.4 billion in Q3 2025 from the same period last year, while for Sep 2025 it was $49.4 billion, marking a year-over-year increase of 4.59%. This contributed to the annual value of $48.4 billion for FY2024, which is 18.11% up from last year.
- Schwab Charles' Invested Capital amounted to $49.4 billion in Q3 2025, which was down 0.14% from $49.5 billion recorded in Q2 2025.
- Schwab Charles' Invested Capital's 5-year high stood at $77.0 billion during Q3 2021, with a 5-year trough of $36.3 billion in Q1 2023.
- In the last 3 years, Schwab Charles' Invested Capital had a median value of $44.0 billion in 2024 and averaged $43.9 billion.
- As far as peak fluctuations go, Schwab Charles' Invested Capital skyrocketed by 179.00% in 2021, and later tumbled by 51.23% in 2022.
- Quarterly analysis of 5 years shows Schwab Charles' Invested Capital stood at $75.2 billion in 2021, then plummeted by 50.97% to $36.9 billion in 2022, then grew by 11.13% to $41.0 billion in 2023, then rose by 18.11% to $48.4 billion in 2024, then grew by 4.59% to $49.4 billion in 2025.
- Its Invested Capital was $49.4 billion in Q3 2025, compared to $49.5 billion in Q2 2025 and $49.5 billion in Q1 2025.